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Donor Advised Funds

Are you looking for a simple, flexible tool that allows you to manage and maximize your giving to support the ministries that matter most to you? Would you like to have the ability to make a single significant gift to support multiple ministries that you are passionate about? Are you interested in a way to simplify your annual and lifetime charitable giving?

If you answered yes to any of these questions, a donor advised fund (or DAF) might be a great solution for you. With a DAF, you can distribute gifts to one or more ministries during your lifetime, and when you pass away, your children can carry on your legacy of giving.

Donor Advised Fund
Stock or Cash
Donor Advised Fund
The Alliance
Charity image

Benefits of a donor advised fund

  • Deductibility. You may be entitled to make an immediate income tax deduction each time you make a gift. Contributions of appreciated capital assets avoid capital gain taxes.
  • Flexibility. You can give when and where you want. Take your time deciding how to designate your giving. There is no deadline for making distributions.
  • Simplicity. A DAF is easy to set up and helps you avoid the extensive bookkeeping and check-writing that is often involved in charitable giving.
  • Versatility. You can make gifts to your DAF using cash, appreciated securities and a variety of other assets.
  • Multiplicity. You can make a gift of one large asset to fund multiple charitable interests.
  • Privacy. You can designate your grants anonymously if you wish.
  • Family. You can engage your family in the journey and joy of generosity.
  • Legacy. You can ensure that your legacy continues on by leaving instructions with your heirs directing them to give.

How a donor advised fund works

  1. You make an initial, irrevocable gift of cash or stock to fund a DAF at The Alliance.
  2. The assets in your DAF grow tax-free.
  3. You make annual recommendations on gifts to be made from your DAF.
  4. When you pass away, your children may recommend charitable gifts from your DAF.

How do I get started

  1. Read the following documents to understand the IRS and Orchard Alliance restrictions on donor advised funds:
  2. Complete the Donor Advised Fund Application and fax it to (719)323-6218 or mail it to Orchard Alliance at: 8595 Explorer Dr., Colorado Springs, CO 80920. Due to privacy and security concerns, please do not email your application.
  3. Mail a check to us for your initial contribution or call toll free (833)672-4255 for instructions to transfer securities.
    Mail: Orchard Alliance, 8595 Explorer Dr., Colorado Springs, CO 80920

More on donor advised funds

A donor advised fund has several advantages when compared to a private foundation. The start-up time and cost are minimal for DAFs, and gifts to DAFs are generally deductible at fair market value. A DAF is also not subject to the distribution requirements and certain excise taxes faced by private foundations.

Contact us

If you have any questions about donor advised funds, please contact us. We would be happy to assist you and answer any questions you might have.

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